Wealth Product Expert Manager-Insurance 財富顧問協理

Job ID: 191818

Location: Taipei, Taiwan

Area of interest: Branch and Retail Banking

Job type: Permanent - Full Time

Work style: Office Working

Opening date: 17-Jul-2025

Closing date: 12-Oct-2025

Job Advert Details

International Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

Job Summary:

• Responsible to uplift their knowledge, sales and coaching skills and add value to the PRMs/PSBs at branches.
• Work closely with Network heads, including Regional Managers and Sales Managers at branches, to achieve the agreed KPI objectives.
• Provide training, coaching, joint customer visit, review of customer portfolios, seminar support, education programs, and related activities to upgrade the product knowledge and the sales skills.
• Manage the performance of the product experts based on branch/ region's coverage.
• Strengthen sales management capability by deploying appropriate sales tracking tools and management reports
• Working closely with Wealth coaches to direct training initiatives and programs to ensure effective skill development
• Working closely with Wealth Development team to provide product ideas, customer feedback, and the competitors' offering/movement

5K2024ADVTW

5K2025ADVTW

Qualifications

• Possess related working experience
• Prior experiences in at least one of the areas, incl front line support as PE/FC, sales management, product management, research, are required
• Possess the ability to apply entrepreneurial and commercial thinking to delivering business performance
• Possess strategic thinking capability
• Commercially-minded with strong business acumen
• Excellent influential skills – able to influence people of different cultures and backgrounds
• Strong verbal and written communication skills – must be able to communicate effectively both internally with Group executives & salesforce teams and externally with customers
• Excellent interpersonal skills – excellent customer relationship management
• Courageous leadership - able to lead, inspire, motivate and develop the team to deliver business performance
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